Cambridge Investment Research Advisors
31yrs
Top advisor by experience in Benbrook
11yrs
Based in Benbrook, Texas, Michael Smith is a fiduciary financial advisor with 11 years of industry experience. Michael joined LPL Financial in 2025, after a year at Osaic Wealth and five years at Woodbury Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Benbrook, and one of 22 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
OfficeBenbrook, TX
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowLPL Financial LLCCurrent firm
- Jan 2024 – Jun 2025Osaic Wealth, Inc.Previously
- 2019 – 2024Woodbury Financial Services, Inc.Previously
- Jan 2019 – Mar 2019Questar Asset Management, Inc.Previously
- 2015 – 2019Edward JonesPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call LPL Financial at 704-733-3300 and ask for Michael Smith. Michael works from the Benbrook, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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